Plan Snapshot
- Plan Sponsor: United Home Care Services, INC.
- Sponsor EIN: 591523943
- Sponsor Address: 8400 N.W. 33RD STREET, MIAMI, FL, 33122
- Plan Type: 401(k)
- Total Participants: 1,195
- Total Assets: $6.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 1,195 | $6.7M | $0 | $0 |
| 2024 | 1,214 | $5.8M | $0 | $0 |
| 2023 | 1,008 | $5.3M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| ANTHONY BRUNSON, P.A. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $11,657 | — | $9,522 | — | — |
| 2024 | $14,191 | — | $12,240 | — | — |
| 2023 | $13,444 | — | $11,606 | — | — |